Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

Invesco Ltd., founded in 1978 and headquartered in Atlanta, Georgia, is a global investment management firm managing hundreds of billions in assets across a diverse range of products, including mutual funds, exchange-traded funds (ETFs), and institutional portfolios. Known for its blend of active and passive investment strategies, Invesco serves individual investors, financial advisors, and institutions, with a strong presence in North America, Europe, and Asia, bolstered by acquisitions like OppenheimerFunds in 2019. The firm offers specialized solutions in equities, fixed income, real estate, and alternatives, leveraging its global research capabilities to cater to varying market needs. Invesco’s commitment to innovation and client-focused investing has solidified its reputation as a versatile player in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250B
AUM Growth
-$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,217
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$234M
3 +$211M
4
GSK icon
GSK
GSK
+$160M
5
HAL icon
Halliburton
HAL
+$158M

Top Sells

1 +$688M
2 +$417M
3 +$321M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$292M
5
SLB icon
SLB Ltd
SLB
+$264M

Sector Composition

1 Technology 16.82%
2 Healthcare 12.63%
3 Financials 12.08%
4 Communication Services 9.06%
5 Real Estate 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$6.74M ﹤0.01%
549,545
+26,696
1577
$6.73M ﹤0.01%
414,198
+100,693
1578
$6.71M ﹤0.01%
789,369
+726,079
1579
$6.71M ﹤0.01%
242,348
+9,365
1580
$6.7M ﹤0.01%
203,166
-2,736
1581
$6.69M ﹤0.01%
85,742
+14,900
1582
$6.68M ﹤0.01%
1,026,112
-131,015
1583
$6.67M ﹤0.01%
+27,975
1584
$6.67M ﹤0.01%
382,612
-66,772
1585
$6.64M ﹤0.01%
255,847
+36,840
1586
$6.63M ﹤0.01%
85,671
+4,462
1587
$6.63M ﹤0.01%
491,357
+80,013
1588
$6.62M ﹤0.01%
826,022
+491,905
1589
$6.61M ﹤0.01%
133,299
-16,180
1590
$6.6M ﹤0.01%
1,203,775
+67,797
1591
$6.59M ﹤0.01%
552,590
-54,835
1592
$6.59M ﹤0.01%
69,156
+16,805
1593
$6.58M ﹤0.01%
134,438
+10,829
1594
$6.57M ﹤0.01%
163,804
-614,813
1595
$6.57M ﹤0.01%
472,836
+10,008
1596
$6.57M ﹤0.01%
392,624
-9,650
1597
$6.57M ﹤0.01%
56,999
-8,512
1598
$6.56M ﹤0.01%
624,260
+315,405
1599
$6.55M ﹤0.01%
294,959
+23,473
1600
$6.55M ﹤0.01%
37,700
+30,863